AWP
Abacus Wealth Partners Portfolio holdings
AUM
$655M
This Quarter Return
+7.56%
1 Year Return
+10.64%
3 Year Return
+32.24%
5 Year Return
–
10 Year Return
–
AUM
$281M
AUM Growth
+$281M
(+49%)
Cap. Flow
+$76.8M
Cap. Flow
% of AUM
27.31%
Top 10 Holdings %
Top 10 Hldgs %
81.12%
Holding
90
New
16
Increased
16
Reduced
31
Closed
8
Top Buys
Top Sells
| 1 |
Adasina Social Justice All Cap Global ETF
JSTC
|
$1.73M |
| 2 |
ZEN
ZENDESK INC
ZEN
|
$1.16M |
| 3 |
Tesla
TSLA
|
$908K |
| 4 |
British American Tobacco
BTI
|
$895K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$813K |
Sector Composition
| 1 | Technology | 3.26% |
| 2 | Financials | 1.89% |
| 3 | Industrials | 1.22% |
| 4 | Energy | 0.9% |
| 5 | Healthcare | 0.77% |
